financial planning

News

The Australian Securities and Investments Commission has told a Parliamentary Committee it is funded and willing to pursue bannings in the financial adviser space....

Financial advice

Going forward, financial planners must move to a model of radical transparency in order to retain clients and remain relevant....

Superannuation

NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....

Financial advice

Financial services employees’ mental health is an ongoing issue, with 44 per cent of workers in the industry having left their job because of a poor mental health environ...

Insurance

All group life insurance should be “opt-in” according to ClearView managing director, Simon Swanson, in circumstances where the “cheapness” of group can be illusory....

Financial advice

Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...

People and Products

Mercer has announced the appointment of Kylie Willment to the role of chief investment officer, Pacific....

SMSF

Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical. ...

Financial advice

New economic analysis has warned that declining levels of home ownership risk putting more pressure on the Age Pension....

Superannuation

The Federal Government has signalled the reintroduction of all the super measures which lapsed because of the Federal Election....

Financial advice

ING Direct will adopt an advice referral model used by industry fund, Cbus, in partnership with the FPA....

SMSF

SMSFs can create unique challenges for financial planners dealing with death benefits for blended families, according to two SMSF specialists....

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

3 months 4 weeks ago
Kevin Gorman

Super director remuneration ...

4 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

4 months ago

The asset manager is bolstering its investments in the global energy transition and climate opportunities....

3 days 4 hours hence

The ethical investment manager has reported record FUM as its growth trajectory continues apace....

18 hours ago

The $135 billion fund has transitioned away from TAL Life Insurance following an “extensive tender process”....

18 hours ago